Dealer Services Document Review Specialist

Job Description

REQUIREMENTS

• Associate’s degree in business, finance, communication, marketing or related field OR 2 years marketing or sales experience.
• Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
• Ability to effectively present information to top management, public groups, and/or boards of directors.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook, and Internet Explorer).

RESPONSIBILITIES

• Analyze, research, monitor, and document all dealer ACH, Company Name, and DBA name changes along with completing required owner verification/confirmation phone calls.
• Accurately enter new and existing dealers’ information, upload supporting documentation in all operating system(s) including but not limited to SalesForce, DecisionLender, and Spectrum.
• Document notes properly in all required areas per company processes and procedures.
• Assist dealers/customers with signing documents via the SDocs platform, troubleshooting any issues accordingly and reporting them to management.
• Respond to all dealers, internal staff and management requests, complaints and/or issues; follow proper communication procedures to resolve phone call/email requests, following proper communication procedures to resolve all requests, complaints and/or issues from dealers, internal staff and management.

• Communicate with other department staff and managers to help review and resolve customer verification/document issues by contacting dealers for any missing items: stipulations, signed documents, liability insurance, required state licensing, etc.
• Identify discrepancies, inconsistencies, or errors, on lead/dealers’ records and communicate findings to relevant department managers.
• Handle escalated dealer calls, ensuring that accurate information is provided regarding missing items, stipulations, and/or document review issues on customer and dealer accounts.

• Assist other departments with night/weekend coverage, administrative tasks, and other duties as assigned.
• Other duties as assigned by management. Must be able to come to work promptly and regularly. Must be able to take direction and work well with others. Must be able to work under the stress of deadlines. Must be able to concentrate and perform accurately. Must be able to react to change productively.

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